PRIVATE WEALTH MANAGEMENT

Private Wealth Management, LLC, was founded in 2016 on the belief that with knowledgeable, targeted guidance, every individual can be a successful investor... We offer a practical, attentive alternative to the high-priced, cookie-cutter portfolio management that dominates so much of the current personal investment market. We offer guidance and information for each stage of your financial life, and the transitions in between. Private Wealth Management owner and principal Dan Picinich, CFP, MST, has over twenty years of experience as a financial advisor. He holds a Bachelor's degree in Business Administration from Kutztown University and a Master's Degree in Taxation from Philadelphia University, as well as the Certified Financial Planner (CFP) designation... Private Wealth Management, LLC offers a total return approach to investing based on low-cost exchange traded funds, individual equities and equity derivatives. We seek to first understand the individual before we ever consider an..

Also known as: PRIVATE WEALTH MANAGEMENT LLC

Primary location: Exton United States